Sr. Associate, Operations & Client Support

About InvestX

InvestX was launched in 2014 with a mission to bring transparency and trust to the private equity market. We are a leading cross-border pre-IPO investor offering access to private equity deals that for many decades were exclusive to a limited investing population.

With over US$500 million in investments and 80 portfolio companies we work with leading North American registered firms to offer accredited investors private equity investment opportunities in companies including Open AI Anthropic SpaceX AirbnbSoFi Spotify DocuSign and many more. We have successfully launched multiple SPVs (Special Purpose Vehicles) and diversified funds and are currently investing in our fifth fund.

InvestX is backed by leading financial institutions Jefferies Virtu Financial and Canaccord Genuity and has been featured in CNBC Forbes Bloomberg U.S. News Business Insider Reuters The Globe and Mail and many other publications.

About the Role

The Sr. Associate Operations & Client Support is a key role responsible for supporting Sales through investment operations and fund services. This position requires a balance of strategic oversight and hands-on operational excellence managing the full lifecycle of special purpose vehicle (SPV) & fund manufacturing vendor relationship management transaction closings investor communications / reporting continuous improvement of processes and enhancement of client experience.

The ideal candidate combines a deep understanding of investment operations with a client-first mindset process optimization expertise and the ability to communicate and manage effectively across teams vendors and regulatory partners.

Key Responsibilities

• Manages the SPV / Fun d Process and Related Relationships : Own the end-to-end SPV and fund lifecycle in partnership with Sales Finance Legal and Compliance. Manage timelines risks issue escalation and changes. Oversee US and Canadian fund administrators and related vendors.
• Manages Distributions : Lead post transaction distribution processes in collaboration with Finance. Ensure approvals quality checks and reconciliations are completed. Manage clear timely investor communications for distribution events.
• Client & Partner Support : Serve as the primary contact for US and Canadian broker dealers custodians fund administrators vendors and internal teams. Ensure smooth closes high service standards and timely issue resolution.
• Data Integrity & Reporting : Maintain accurate investment and client data across systems and partners. Deliver reliable reporting including KPIs offering inventory and IGO / NIGO status. Partner with Sales to ensure real time visibility and prevent oversubscription.
• Salesforce : Serve as a Salesforce power user and administrator for investment operations building and maintaining reports and dashboards managing data quality supporting workflow automation and enabling clear operational and sales reporting across teams.
• Governance & Compliance : Ensure s all transactions controls and reporting comply with internal policies regulatory standards and client agreements.
• Leadership : works collaboratively with a small team of 1.5 FTE investment operations associates and the broader Finance team (4) to ensure day-to-day priorities are managed team members are cross-trained delivery of services are effective and all deliverables are execut ed .
• Continuous Improvement : Identifies inefficiencies in existing processes workflows and systems and leads redesigns to improve service accuracy speed and scalability.

Skills and Requirements

Salary & Benefits

If this opportunity sounds like it is a good match with your skills background and career direction please apply

through our Careers Page ( with your cover letter and resume.

InvestXwelcomes applications from all qualified candidates including women persons with disabilities aboriginal peoples indigenous peoples visible minorities race color religion sex sexual orientation gender identity or national origin. Reasonable accommodation for applicants with disabilities is available upon request in connection with the recruitment you have any questions about this job

posting please contact

Required Experience :

Senior IC

Key Skills

Business,Information Management,Accounting,Corporate Risk Management,Faculty,Jms

Employment Type : Full-Time

Experience : years

Vacancy : 1